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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,457 | $106,905-0.4% | $84,020+26.7% | $152,885-30.4% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.5%+4.2pp |
| Annual return | 22.80% | 105.00%-82.2pp | 71.31%-48.5pp | 345.39%-322.6pp |
| Employer contribution / active EE | $3,050 | $2,735+11.5% | $1,984+53.8% | $4,763-36.0% |
| Participant deferral / active EE | $7,695 | $4,012+91.8% | $3,239+137.6% | $5,851+31.5% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |